Cavalier Investments’s Lockheed Martin LMT Stock Holding History

Cavalier Investments’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,521	Closed	-$740K	–	83
2022 Q4	$740K	Sell	1,521 -98	-6%	-$45.5K	0.27%	55
2022 Q3	$625K	Sell	1,619 -581	-26%	-$243K	0.23%	73
2022 Q2	$946K	Sell	2,200 -1,391	-39%	-$611K	0.33%	62
2022 Q1	$1.58M	Sell	3,591 -1,182	-25%	-$479K	0.41%	50
2021 Q4	$1.7M	Buy	4,773 +33	+0.7%	+$11.4K	0.44%	68
2021 Q3	$1.64M	Buy	+4,740	New	+$1.72M	0.52%	58
2017 Q3	–	Sell	-2,400	Closed	-$642K	–	167
2017 Q2	$642K	Hold	2,400	–	–	0.36%	65
2017 Q1	$642K	Hold	2,400	–	–	0.36%	65
2016 Q4	$600K	Buy	2,400 +500	+26%	+$125K	0.39%	51
2016 Q3	$455K	Hold	1,900	–	–	0.28%	72
2016 Q2	$472K	Hold	1,900	–	–	0.28%	70
2016 Q1	$421K	Hold	1,900	–	–	0.24%	67
2015 Q4	$413K	Buy	+1,900	New	+$412K	0.25%	67

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cavalier Investments's LMT Position: Q1 2023 in Review

Cavalier Investments sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 1,521 shares — an estimated $740K sold.

Cavalier Investments first reported a position in LMT in Q4 2015 and held it in 13 quarters. The position peaked at $1.7M in Q4 2021. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Cavalier Investments reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 1,521 Lockheed Martin shares in Q1 2023, an estimated $740K.
Cavalier Investments first reported a position in Lockheed Martin in Q4 2015 and held it in 13 quarters.
Cavalier Investments's Lockheed Martin position peaked at $1.7M in Q4 2021.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.